Plan Snapshot
- Plan Sponsor: Varsity Tax, INC.
- Sponsor EIN: 842240717
- Sponsor Address: 500 WESTOVER DRIVE #10765, SANFORD, NC, 27330
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $821,307
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $821,307 | $0 | $64,569 |
| 2023 | 3 | $319,133 | $1,610 | $2,118 |
| 2022 | 6 | $438,192 | $5,030 | $30,147 |
| 2020 | 3 | $319,133 | $1,610 | $2,118 |